UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165B
AUM Growth
+$8.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,318
New
Increased
Reduced
Closed

Top Buys

1
+$431M
2
+$340M
3
+$315M
4
MDLZ icon
Mondelez International
MDLZ
+$314M
5
PH icon
Parker-Hannifin
PH
+$262M

Top Sells

1
+$670M
2
+$286M
3
+$268M
4
DB icon
Deutsche Bank
DB
+$258M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$254M

Sector Composition

1 Financials 9.41%
2 Technology 8.39%
3 Healthcare 7.94%
4 Industrials 6.42%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2576
$1.72M ﹤0.01%
28,293
+3,458
2577
$1.71M ﹤0.01%
69,827
-1,910
2578
$1.71M ﹤0.01%
50,578
-2,066
2579
$1.71M ﹤0.01%
134,849
+41,542
2580
$1.71M ﹤0.01%
184,106
+3,630
2581
$1.71M ﹤0.01%
14,207
+1,628
2582
$1.71M ﹤0.01%
124,267
+42,133
2583
$1.7M ﹤0.01%
58,413
-7,113
2584
$1.7M ﹤0.01%
78,912
+48,656
2585
$1.7M ﹤0.01%
160,234
+9,805
2586
$1.7M ﹤0.01%
73,031
-188,590
2587
$1.7M ﹤0.01%
70,253
+9,943
2588
$1.7M ﹤0.01%
119,319
-691,473
2589
$1.7M ﹤0.01%
40,399
-3,146
2590
$1.69M ﹤0.01%
109,964
+45,400
2591
$1.69M ﹤0.01%
57,233
+3,314
2592
$1.69M ﹤0.01%
133,513
+8,923
2593
$1.68M ﹤0.01%
58,839
-4,968
2594
$1.68M ﹤0.01%
12,879
-10,758
2595
$1.67M ﹤0.01%
156,253
-8,814
2596
$1.67M ﹤0.01%
71,766
-6,624
2597
$1.67M ﹤0.01%
65,940
+57,983
2598
$1.67M ﹤0.01%
38,078
+22,177
2599
$1.67M ﹤0.01%
25,049
-3,995
2600
$1.67M ﹤0.01%
39,132
+24,789
102 103
104
105 106